Good video as usual. The obvious problem is how many small/medium-sized business can use this platform and have a large enough presence to make a dent in Instacart's topline. Do you see yourself ever downloading an app dedicated to delivery from some random small business? Maybe when the technology is available it will happen, but I am skeptical.
It can be small chains of shops, and I also know people who most of the time go to one small shop because they like it, and they could download such apps. But I agree, we will see how it goes. It can also be a small segment in terms of revenue, but one that will turn a profit.
It should be this year but nobody knows... they delayed it probably because the numbers weren't good enough. So it depends when they will be able to get them right
